Insights

EP 150 | Turn Life Goals into Financial Goals with George Kinder
Welcome to episode 150 of Profit Boss® Radio! What a massive milestone! We appreciate all your loyalty and support of Profit Boss® Radio over the years. In this episode, we discuss the powerful transformation you can create in your life when you turn life goals into...
The 4 Financial Habits of Successful Women
One of the best parts of hosting my Profit Boss Radio podcast is interviewing incredible women who generously share their financial journeys. I learn so much from their personal stories and advice, and you can, too. In the past few months, I found three women...
You’re Not Thriving Financially? Here’s Why
You know those parts of your life that seem stuck in a rut? Instead of taking action, you’re likely tolerating the static situation. Your rut might be about your diet or fitness level. Perhaps it’s a particularly challenging relationship. It might even be intangible,...
Equifax Breach: Why You Should NOT Follow Their Advice (and What To Do Instead)
The annual cost of cybercrime to the global community is more than $4 billion. -Mark Rutte Concerned about the Equifax breach? Most likely it affected you, as it has most people. First and foremost, don’t panic. As a CERTIFIED FINANCIAL PLANNER™, I’m going to...
10 Steps to Ensure You Won’t Outlive Your Money
Good morning and happy Friday! Quality of life during retirement and end-of-life planning are some of the top concerns my clients have. I put together this infographic to help you map out what steps you can take to ensure you won't outlive your money, and be able to...
Dodd-Frank: Shaken, Not Stirred
Think your martini's the only thing on the rocks? Think again. Now, thanks to a recent executive action, the unified fiduciary standard might be too. What does it mean to you? I know you’ve heard this, but there are financial advisors (like me) who act as fiduciaries...
The Misogyny That Keeps Women Broke
Ladies, listen up! Stop allowing yourselves to be treated like second-class citizens! More to the point: stop behaving like a second-class citizen. There’s more to women’s rights than equal pay and control over your reproductive organs. What about the fact that we, as...
What the World’s 8 Richest Men Can Teach Us About Emotions and Money
Economic inequality is a tough subject for people to resolve for themselves. And billionaires, especially the world's 8 richest men, are often seen as unsympathetic characters. So it’s no surprise an article that originated with Oxfam, titled “The World’s 8 Richest...
5 Critical Reasons to Avoid Buying Real Estate Before Marriage
It probably doesn't surprise you that there are many reasons not to buy real estate before marriage. If you're single and not in a relationship or cohabitating, this article isn't for you. But if you're considering purchasing a house with your SO, read on... The data...
How to Double Your Productivity and Grow Your Wealth
It’s December, and most of us are taking time to not only reflect on the past, but also plan for the future. As you consider your lessons from 2015 and how life will be different in 2016, one of the most important things to discover is the power of productivity. We’re...